voleon - Senior Tax Accountant
Requirements
• 3–5 years of tax experience, preferably at a Big 4 or national accounting firm; CPA preferred • Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065), with corporate (Forms 1120) preferred; individual (Form 1040) and trust (Form 1041) experience is a plus • Strong understanding of partnership taxation and related reporting • Excellent attention to detail with the ability to manage multiple concurrent deadlines • Prior hedge fund, asset management, financial services, or alternative investment experience preferred but not required • Bachelor's degree in Accounting, Finance, Tax, or a related field • “FRIENDS OF VOLEON” CANDIDATE REFERRAL PROGRAM • If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form https://voleon.com/referrals/ to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program https://voleon.com/assets/Voleon-Referral-Bonus-Program.pdf.
Responsibilities
• Serve as the primary day-to-day point of contact for external tax advisors across federal, state, local, and international compliance matters, compiling workpaper packages, managing open-item lists, and gathering supporting information from Accounting, Legal, Operations, and HR • Perform first-pass review of returns, K-1s, workpapers, and supporting schedules prepared by external advisors, summarizing findings for Tax Manager review • Prepare quarterly federal and state estimated tax calculations for entities, partners, and trusts; maintain payment trackers; reconcile payments against liabilities; and coordinate processing and approvals with Finance and Treasury • Maintain the tax compliance calendar and proactively manage filing deadlines across all entities, including business licenses, annual filings, registrations, and tax-authority notice management • Prepare partner-facing tax reporting, estimate summaries, and reconciliations, and support partner-level compliance coordination with partners and their personal tax advisors • Support tax research, modeling, and planning, including entity classification, SALT/nexus, state partnership rules, special allocations, and strategic projects such as restructuring, international initiatives, and new business activities • Improve tax processes through automation, documentation, and internal knowledge resources that drive consistency and reduce dependency on external advisors
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